Set Riley up once. Proof every week.

Connect Slack

Slack is where Riley talks to you. It posts what it found, asks for your approval, and drops the receipt when the week closes. Most teams run all of it from one Slack channel.

1. Open Riley and go to Settings, then Connections.
2. Click Connect Slack and pick the workspace you want Riley to post in.
3. Choose the channel for Riley's updates. A quiet channel named something like #riley keeps it tidy.
4. Click Allow on the permission screen. Riley posts a short hello so you know it landed.

• Email also works if you do not use Slack. You can add it later under the same Connections screen.
• You can change the channel any time without redoing the connection.

Connect Google Business Profile

This is the tool Riley watches and fixes for your clients. Once it is connected, Riley can read each client's reviews and listing details, draft replies and corrections, and post them after you approve.

1. In Settings, then Connections, click Connect Google Business Profile.
2. Sign in with the Google account that manages your clients' profiles. If your clients gave you manager access, use the account that holds it.
3. Click Allow so Riley can read reviews and listing details and post replies once you approve them.
4. Riley lists every profile it can see. You pick which ones to bring in on the next step.

Add your client locations

Each client location is its own space. Riley keeps every client's reviews, voice, history, and approvals separate, so nothing crosses over.

1. Go to Clients and click Add client.
2. Give the client a name you will recognize. ExampleMaple Dental or Acme Dental.
3. Pick the Google Business Profile location that belongs to that client from the list Riley pulled in.
4. Add a short voice note for that client: friendly and casual, or formal and brief. Riley writes replies to match.
5. Repeat for each client. Ten or seventy-five, they all live in one place.

• A client with several locations can hold all of them under one client. Riley still proves the work per location.
• You can edit a client's voice note any time. New replies pick up the change right away.

Set approval rules

Approval rules decide what Riley does on its own and what waits for you. Set them per client, so a hands-off client and a careful client can run differently.

1. Open a client and go to Approval rules.
2. Pick how review replies work. Hold for approval means every reply waits for your yes in Slack. Auto on five star lets Riley post replies to five star reviews and hold the rest.
3. Pick how listing fixes work. Most agencies hold listing corrections, like hours or address changes, for approval so a person signs off before it goes live.
4. Set a quiet window if you want, so Riley waits to post until business hours.
5. Save. The rules apply only to that client. Copy them to others in one click if you want them to match.

Set your receipt schedule

The receipt is the signed weekly summary of what Riley did for a client. It is the thing you hand the client to prove the work. You choose when it lands.

1. Go to Settings, then Receipts.
2. Pick the day and time the weekly receipt is built. ExampleFriday at 4pm, so it is ready before your client check ins.
3. Choose where it goes: posted in Slack, emailed to you, or both.
4. Turn on per client receipts so each client gets their own, kept fully separate.
5. Save. The first receipt builds on the next scheduled run.

• You can build a receipt on demand any time, without waiting for the schedule.
• If a quiet week has nothing to report, the receipt says so plainly. No filler, no invented activity.

Read your weekly receipt

A receipt is short and honest. It tells you what changed, what was checked on the live profile, and anything Riley could not confirm. Here is how to read it.

• What changed. Every reply posted and every listing fix that went live this week, in plain language.
• What was verified. Riley checks the live profile after it posts, so the receipt reflects what is actually showing, not just what was sent.
• What it could not confirm. If something did not land or could not be checked, the receipt says so. That honesty is the point.
• The signature. Each receipt is signed, so a client can confirm it came from Riley and was not edited after the fact.

Resell proof to your clients

The receipt is built to be passed straight to your client. You are not just doing the work, you are proving it, and proof is what clients renew for.

1. Add your agency name to the receipt under Settings, then Branding, so it goes out looking like yours.
2. Send each client their own receipt on a steady cadence. Friday afternoons land well before the weekend.
3. Let the client open the signature link to confirm the receipt is genuine. ExampleTell Alex Rivera at the client to click the link and see it for themselves.
4. Bring the receipts to renewal talks. A stack of signed weeks makes a quiet case for keeping you on.

• Receipts are kept per client, so you never have to scrub one client's details out of another's report.
• Honesty travels well. Clients trust a report that admits a quiet week more than one that always looks busy.